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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Anheuser-Busch | Eugene | OR | 08/2019 | 12/2019 |
| Red Bull | Eugene | OR | 08/2020 | 06/2021 |
| University Of Oregon | Eugene | OR | 09/2017 | 06/2021 |
| Charles Schwab & Co., Inc. | Austin | TX | 09/2021 | 01/2024 |
| Student | Sedalia | MO | 02/2012 | 08/2017 |
| Fidelity Investments | San Francisco | CA | 02/2024 | Present |
| Na | Eugene | OR | 07/2021 | 08/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-01 |
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